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Hamilton Lane
HLNE

122 hedge funds and large institutions have $1.5B invested in Hamilton Lane in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

15% more funds holding

Funds holding: 106 → 122 (+16)

11% more capital invested

Capital invested by funds: $1.35B → $1.5B (+$145M)

1.53% more ownership

Funds ownership: 86.48% → 88.01% (+1.5%)

Holders
122
Holders Change
+16
Holders Change %
+15.09%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
53
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$40.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$22.9M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$22.3M
4
BlackRock
BlackRock
New York
+$19.5M
5
WRF
Waddell & Reed Financial
Kansas
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.9M
2
WA
Wasatch Advisors
Utah
-$18.8M
3
TCM
TimesSquare Capital Management
New York
-$13.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$6.91M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPGA
51
Grandeur Peak Global Advisors
Utah
$2.29M -$2.07M -35,300 -47%
Citadel Advisors
52
Citadel Advisors
Florida
$2.28M +$1.83M +31,104 +348%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.04M +$17.6K +300 +0.8%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.93M +$23.9K +406 +1%
Wells Fargo
55
Wells Fargo
California
$1.9M +$183K +3,114 +10%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.84M +$1.9M +32,254 New
PPA
57
Parametric Portfolio Associates
Washington
$1.83M -$14.6K -248 -0.8%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$1.82M +$1.86M +31,589 New
Barclays
59
Barclays
United Kingdom
$1.81M +$884K +15,037 +90%
SIM
60
Spark Investment Management
New York
$1.78M +$605K +10,300 +49%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$1.73M +$1.79M +30,449 New
EI
62
EAM Investors
California
$1.58M -$24.7K -421 -1%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.53M +$2.06K +35 +0.1%
Millennium Management
64
Millennium Management
New York
$1.45M +$1.49M +25,378 New
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$1.37M +$99.9K +1,700 +8%
Squarepoint
66
Squarepoint
New York
$1.31M +$1.35M +22,942 New
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$1.28M +$1.32M +22,532 New
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.17M +$646 +11 +0.1%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$1.12M -$24.1K -410 -2%
OAM
70
Oppenheimer Asset Management
New York
$945K +$55.4K +942 +6%
CS
71
Credit Suisse
Switzerland
$941K -$79.2K -1,347 -8%
SO
72
STRS Ohio
Ohio
$820K -$52.9K -900 -6%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$820K +$6.52K +111 +0.8%
AIG
74
American International Group
New York
$784K -$5.58K -95 -0.7%
HW
75
Hancock Whitney
Mississippi
$777K -$165K -2,801 -17%
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3
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HLNE Hedge Fund Activity: Q3 2019 in Review

122 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2019, worth a combined $1.5B — up 11% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HLNE positions and 6 closed out — a net gain of 17 holders — while 53 added to existing stakes and 35 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $40.8M. The largest seller was Fidelity Investments, cutting an estimated $33.9M.

  • 122 institutional investors held Hamilton Lane (HLNE) as of Q3 2019, up from 106 in Q2 2019.
  • Funds reported $1.5B of Hamilton Lane stock for Q3 2019, up 11% quarter-over-quarter.
  • 23 funds opened new Hamilton Lane positions in Q3 2019 and 6 closed out, a net change of +17 holders.
  • The largest Hamilton Lane buyer in Q3 2019 was Goldman Sachs, an estimated $40.8M added.
  • The largest Hamilton Lane seller in Q3 2019 was Fidelity Investments, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2019.